Time tracker is integrated with Zoho CRM Leads/Accounts/Contacts/Potential module for you to easily associate a Lead/Account/Contact/Potential for a project directly while adding a job in Zoho People. You are also allowed to add a custom link in Zoho CRM to use Zoho People. It allows you to view the summary of the client's logged hours. CRM clients can make use of this integration to log hours for daily and weekly work items for various jobs so that, at the end of the day, they will be able to know how much time their employees have totally spent at work on a particular job item. Using time logs, they can create timesheet, get them approved online, generate bills and export bills for payroll purpose.

Accounts in Zoho CRM are companies or departments with which you plan or have business dealings. Accounts holds data of companies' or departments' name, phone number, address, website, industry, number of users, employees, annual revenue etc., You can associate an account with people who are working in the company and with your business potentials. A client in Zoho People is someone for whom you work on a specific job. You can log your employees' time, generate timesheets and send them to clients for billing and payroll process.

The bill that is generated in Zoho People, can be pushed to Zoho Invoice and to Zoho Books. Once this is done, Invoice can be generated from Zoho Invoice. Similarly, bills are pushed to Zoho Books for book-keeping purposes and for payment transactions to be completed.

Yes. This is possible through Time Tracker integration with Attendance module. This means that the presence of your employees is notified when they start tracking time for any of the jobs that have been added for them. This eliminates the step of doing a web check-in because, when the employee starts tracking time for a job, it means that the employees has checked-in for the day.

Time Tracker integration with the Performance Appraisal module helps you do this. While adding goals for your employees in Performance module, you will be able to add new jobs and track time for them using Time Tracker. You can also tag existing jobs to goals and track time for each job added under a goal. Follow the steps given below to track time for jobs added.

Tracking time for jobs done can go a long way in measuring productivity of employees. Using Time Tracker, you can also get an understanding of the Project costs and budgets.

You can have bills generated in Zoho People which can in turn be pushed to Zoho Books and Zoho Invoice.

Apart from this, Time Tracker is also integrated with QuickBooks. This integration with QuickBooks allows the following to be done.

1. Time logs from approved timesheets will be pushed as Time Activity or as Time Charge. Employees can be paid out based on the approved timelogs using this integration.

The time logs that are created for Clients are pushed as Time Charge in the local currency. The currency defined when the Client was created on Zoho People should be the same as the local currency in QuickBooks (Local currency refers to the currency of the organization as created in QuickBooks). If not, then the time logs will be pushed only as Time Activity.

The time logs that are created without being associated with any Clients will be pushed as Time Activity. Payment for Time Activity should be carried out only in QuickBooks.

2. The bills that have been generated in your Zoho People account can be pushed as Invoice into QuickBooks. The currency that will be used in the bill will be the local currency (Local currency refers to the currency of the organization as created in QuickBooks). However, if you would like to push the bill in some other currency, then you can enable the option called "Multicurrency" in QuickBooks.

By doing so, you will be redirected to QuickBooks Online Sign-in page.

Enter your QuickBooks credentials to proceed with the integration.

QuickBooks is now configured successfully with Zoho People and you will be able to push your Time logs and Bills to your QuickBooks online account.

Note: When you integrate with QuickBooks from Zoho People, you will have to ensure that you select the right organization with which you want to connect with Zoho People. All activities like pushing of invoice or pushing of time logs will be done only to the selected organization.

Click and go to the Timesheet that needs to be pushed for bill generation

Click on Push to QuickBooks

Note:

The Timelogs in approved timesheet can be pushed to QuickBooks as Time charge / Time Activity

The time logs that are created for Clients are pushed as Time Charge in the local currency. The currency defined when the Client was created on Zoho People should be the same as the local currency in QuickBooks (Local currency refers to the currency of the organization as created in QuickBooks). If not, then the time logs will be pushed only as Time Activity

The time logs that are created without being associated with any Clients will be pushed as Time Activity. Payment for Time Activity should be carried out only in QuickBooks

Time logs can be pushed into QuickBooks only if time activity in QuickBooks is enabled

Yes. This is possible. The billing report gives you the details of all bills generated. These can be pushed to Zoho Books/Zoho Invoice/QuickBooks for Invoice generation. However, the Integration Report lets you filter out just the approved time logs that have to be pushed as Time Activity to QuickBooks.

Follow the steps given below to do this.

From your home page, go to Time Tracker > Reports > Integration Report

With the help of Zoho People integration with Zoho Projects, you can pull the list of Projects which belong to your portal in Zoho Projects and have them added along with your projects existing in Zoho People. This helps you track time for the newly added projects from Zoho Projects. The 'Tasks' associated with the Projects will get added as 'Jobs' under the respective Project in Zoho People.

Note: By default, owners of the Tasks become assigness of the Jobs.

To integrate with Zoho Projects:

From your home page, go to Settings > Integration > Services

Click on 'Integrate' under Zoho Projects

You have now completed the integration.

To import Projects from Zoho Projects:

From your home page, go to Self Service > Time Tracker > Projects/Jobs > Projects

Click on the ellipsis and select 'Import from Zoho Projects'

Select your desired Portals and Projects from the drop down and click 'Submit'

Note: Those users who are made as Administrators of Time Tracker module under 'Admin Operations' will also be able to do this import from Zoho Projects. However, these user(s) will not be able to setup the first step of integration with Zoho Projects. Only the account administrators will be able to do the initial integration.

If the person performing the import is an admin in Zoho Projects then all the Projects and tasks belonging to that portal will get imported and he is a non-admin in Zoho Projects, only the projects where he is the owner and it's corresponding tasks will get imported.